- Grant Thornton (Chicago, IL)
- …in other tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies ... tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day...we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your… more
- Wells Fargo (Chicago, IL)
- …and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer … more
- BMO Financial Group (Chicago, IL)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and...focal areas of finance, economics, or accounting preferred with high academic achievement. + Typically between 4 - 6… more
- KeyBank (Chicago, IL)
- …staff of professionals. + Demonstrated track record of sales success. + Experience managing a high net worth book of business. + Ability to use: office ... and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies,… more
- BMO Financial Group (Mundelein, IL)
- …sales and relationship management, boasting a robust network of COIs, Business Owners, and High Net Worth clients in the area. Provides advisory-based sales ... stakeholders to build capability and drive business growth. + Meets high -quality service standards to maximize relationship retention and growth. + Develops… more
- Qualtrics (Chicago, IL)
- …software the world's best brands use to deliver exceptional frontline experiences, build high -performing teams, and design products people love. But we are more than ... and a disdain for convention-but most of all it requires close-knit, high -functioning teams with an unwavering dedication to serving our customers. When you… more
- M&T Bank (Chicago, IL)
- …aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. Supports senior account ... requests in a timely manner. + Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and… more
- City National Bank (Chicago, IL)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and...and pursues to a successful sale Bank product or service solutions that align with the best interest of… more
- Citigroup (Oakbrook Terrace, IL)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Citigroup (River Forest, IL)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
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